Jay
Jensen

Global Assets Advisory, LLC

CRD#5363633
Investment Advisor
in Orlando, FL

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About this Advisor

Jay Jensen is a financial advisor based in Orlando, Florida, working with Global Assets Advisory, LLC. Jay has previously held positions at Aflac Insurance, Purshe Kaplan Sterling Investments, Global View Capital Insurance, Jensen Financial, LLC, Global View Capital Management, International Assets Advisory, LLC, and Global Assets Advisory, LLC. Jay has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Jay is part of Global Assets Advisory, LLC, which operates out of Orlando, Florida. The firm has 13 offices and 21 employees. The firm manages assets totaling $303.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Global Assets Advisory, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

111 N. Orange Avenue Suite 1000
Orlando, FL 32801

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Global Assets Advisory, LLC Brokerage Details

Total Assets Under Management

$303,128,794

FL Average: $1,855,561,029
Total Number of Employees

21

FL Average: 62
Total Number of Accounts

1,662

FL Average: 2,474
Average Account Size

$182,388

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jay Jensen Work History

2019 - Present (5 years)

International Assets Advisory, LLC

2019 - Present (5 years)

Global Assets Advisory, LLC

2012 - Present (12 years)

Jensen Financial, LLC

2014 - 2019 (5 years)

Purshe Kaplan Sterling Investments

2014 - 2019 (5 years)

Global View Capital Management

2011 - 2019 (8 years)

Global View Capital Insurance

2009 - 2015 (6 years)

Aflac Insurance

Disclosures

Please visit the SEC profile of Jay Jensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Global Assets Advisory, LLC

David Lloyd
Orlando, FL
Timothy Rigsby
Merrillville, IN
Laurna Hart James
Baton Rouge, LA
Jay Jensen
Orlando, FL
Amy Yost
Kamas, UT
Benjamin Zamojski
Merrillville, IN
Alan Hansen
Kamas, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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